Wall Street Breakfast

America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00).Episode transcripts: seekingalpha.com/wsbShow links: Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDsTrump shared some December jobs data hours before official releaseInnovative Industrial Properties: Leverage (For A REIT) Is EverythingSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.